Skip to main content
Tasks are actionable items that track specific pieces of work. They can belong to a project, deliverable, or Expert Request, giving you a clear view of what needs to happen across your AI program.

Task statuses

Task types

Each task has a type that indicates who it’s for:

Priority levels

  • High — urgent, needs immediate attention
  • Medium — important but not time-critical
  • Low — standard priority
  • No priority — not yet categorized

Creating a task

Tasks are created within the context of a project, deliverable, or Expert Request.
1

Open the parent entity

Navigate to the project, deliverable, or Expert Request where the task belongs.
2

Go to the Tasks tab

Click the Tasks tab to see existing tasks.
3

Click "New task"

Provide a title (required). Optionally add:
  • Description with more detail
  • Task type (client action, internal, or delivery milestone)
  • Priority level
  • Due date
  • Estimated hours

Assignments

Tasks can be assigned to either:
  • A member of your team — someone from your organization
  • A Kowalah team member — your Kowalah partner or specialist
The dashboard’s Action items widget shows your top overdue and upcoming tasks so you can stay on top of what needs attention.

Visibility

Some tasks may be marked as internal by the Kowalah team. Internal tasks are part of their delivery process but aren’t visible to you. All client-visible tasks appear in your task lists and dashboard.

Where tasks live

Tasks are always attached to one parent: You can see all your tasks across projects from the dashboard’s action items widget, or view tasks within each project, deliverable, or Expert Request individually.

Effort tracking

Tasks optionally track effort:
  • Estimated hours — how long the work is expected to take
  • Actual hours — how long it actually took (filled in as work progresses)

Blocker notes

When a task is marked as blocked, a notes field captures what’s preventing progress. This helps both your team and Kowalah understand and resolve blockers quickly.

Projects

Create project-level tasks

Deliverables

Track deliverable tasks

Expert Requests

Track expert delivery tasks